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Performance and Portfolio Analyst
Mark serves as the Performance and Portfolio Analyst for LVZ Advisors, providing portfolio analysis and support to the Investment Committee, Marketing, as well as internal consultants and other business partners. Mark holds a bachelor’s degree in finance and accounting from Grand Valley State University and is a holder of the CIMA® certification. In addition to his strong problem-solving skills, Mark possesses the ability to translate complex concepts into everyday language.
Jim Lorence and Ryan Vander Zwart are CERTIFIED FINANCIAL PLANNER™ professionals. Certified Financial Planner Board of Standards Inc. owns the certification marks for CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Eric Sale is a Chartered Financial Consultant®. The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
LVZ Advisors, Inc. is doing business as Lorence & Vander Zwart.
Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ Advisors, Inc.
Securities are offered in Arizona, Colorado, Florida, Illinois, Indiana, Louisiana, Michigan, Missouri, New York, Ohio, Tennessee, Texas, Vermont, Virginia, and Wisconsin.
Insurance is offered in Arizona, Florida, Illinois, Indiana, Michigan, New Mexico, Tennessee, and Virginia.
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